The tax and retirement planning expert shares what you need to know about the 10-year rule for inherited IRAs, which kicks in for 2025.

If you're taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don't need the money ...

Roth IRAs, on the other hand, do not offer a tax break on contributions. Instead, they offer tax-free gains and withdrawals, ...

While you can avoid taxes with smart asset selection – like tax-exempt municipal bond funds or closed-end funds (CEFs) that ...

If your child has earned income, they can contribute to a Roth IRA. Opening a Roth IRA for kids can significantly change ...

The IRS imposes strict guidelines on Gold IRAs, including approved metal types, purity standards, storage protocols, ...

Maximize your tax refund with strategies like adjusting your withholding, contributing to retirement accounts, taking advantage of tax credits, and more.

You can cut through the confusion of whether a Roth IRA or Traditional IRA will be your best bet by asking yourself six ...

If you’re a single-income, married couple, you could use a spousal IRA to save more for retirement. Here’s what to know.

If you’re 35 and growing a bit anxious about the prospect of retirement, do not fret as many Millennials, some of whom are ...

By leveraging tax-advantaged accounts and products, you can build a retirement plan that maximizes growth, minimizes taxes ...

When our kids started work as teenagers, we made a deal with them. If they contributed 25% of their income to Roth IRAs, we'd ...